13F Insight
DOSSIER · 13F-HR · Q2 2026

Three Bridge Wealth Advisors, LLC

$399M in tracked AUM across 87 positions as of Q2 2026.

TB
CIK 0001950962 · last filed Jun 30, 2026
Total AUM
$399M
as of Q2 2026
Holdings
87
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Three Bridge Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ACWI
ISHARES TR
$64M408K16.0%02
VOO
VANGUARD INDEX FDS
$32M46K8.0%03
SPY
STATE STR SPDR S&P 500 ETF T
$31M41K7.8%04
QQQ
INVESCO QQQ TR
$27M36K6.7%05
META
META PLATFORMS INC
$21M37K5.2%06
VT
VANGUARD INTL EQUITY INDEX F
$17M107K4.2%07
IWR
ISHARES TR
$17M152K4.2%08
PRFZ
INVESCO EXCHANGE TRADED FD T
$15M262K3.7%09
GLD
SPDR GOLD TR
$14M39K3.6%10
IAU
ISHARES GOLD TR
$14M183K3.5%

Filing history

2026Q2Jun 30
$399M▲ 9.6%
87 positionsView →2026Q1Mar 31
$364M▼ 3.9%
86 positionsView →2025Q4Dec 31
$379M▼ 2.3%
90 positionsView →2025Q3Sep 30
$388M▲ 2.2%
87 positionsView →2025Q2Jun 30
$380M▲ 32.0%
123 positionsLocked2025Q1Mar 31
$287M▲ 0.6%
84 positionsLocked2024Q4Dec 31
$286M▲ 5.4%
93 positionsLocked2024Q3Sep 30
$271M▲ 7.4%
87 positionsLocked2024Q2Jun 30
$252M▼ 0.6%
91 positionsLocked2024Q1Mar 31
$254M▼ 12.2%
92 positionsLocked2023Q4Dec 31
$289M▲ 20.0%
93 positionsLocked2023Q3Sep 30
$241M▲ 2.0%
93 positionsLocked
Showing 12 of 18